WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 74 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $937,369 | -8.2% | 28,023 | -1.7% | 0.86% | -2.5% |
| Q2 2023 | $1,021,157 | -6.9% | 28,508 | -7.8% | 0.89% | -3.2% |
| Q1 2023 | $1,097,194 | +4.7% | 30,933 | -4.9% | 0.92% | +6.4% |
| Q4 2022 | $1,048,344 | +15.7% | 32,532 | -1.4% | 0.86% | +34.2% |
| Q3 2022 | $906,000 | -13.1% | 32,985 | +0.2% | 0.64% | -42.0% |
| Q2 2022 | $1,043,000 | -19.9% | 32,928 | +0.4% | 1.10% | +55.9% |
| Q1 2022 | $1,302,000 | -7.1% | 32,799 | +1.9% | 0.71% | -4.2% |
| Q4 2021 | $1,402,000 | +23.3% | 32,179 | +14.4% | 0.74% | +16.4% |
| Q3 2021 | $1,137,000 | -2.2% | 28,117 | +0.8% | 0.64% | -0.5% |
| Q2 2021 | $1,162,000 | +13.3% | 27,895 | +111.0% | 0.64% | +6.5% |
| Q1 2021 | $1,026,000 | +56.2% | 13,219 | +53.1% | 0.60% | +46.3% |
| Q4 2020 | $657,000 | +8.4% | 8,637 | -5.0% | 0.41% | -5.1% |
| Q3 2020 | $606,000 | -12.3% | 9,096 | -17.0% | 0.43% | -23.4% |
| Q2 2020 | $691,000 | +1014.5% | 10,961 | +1053.8% | 0.56% | +984.6% |
| Q4 2019 | $62,000 | – | 950 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 316,977 | $8,713,698 | 4.12% |
| ShoreHaven Wealth Partners, LLC | 165,301 | $5,326,839 | 3.76% |
| Legacy Financial Advisors, Inc. | 400,518 | $12,906,703 | 2.78% |
| FFG RETIREMENT ADVISORS LLC | 63,719 | $2,053,345 | 1.87% |
| Rooted Wealth Advisors, Inc. | 43,306 | $1,396 | 1.17% |
| Collaborative Wealth Managment Inc. | 51,332 | $1,654,174 | 1.09% |
| Cerro Pacific Wealth Advisors LLC | 51,367 | $1,655,302 | 0.88% |
| HOWARD WEALTH MANAGEMENT, LLC | 32,532 | $1,048,344 | 0.86% |
| Quantitative Advantage, LLC | 161,367 | $5,200,043 | 0.80% |
| SENTINEL PENSION ADVISORS INC | 79,356 | $2,557,255 | 0.80% |